Carson Wealth (CWM LLC)’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $689K | Buy |
34,903
+3,460
| +11% | +$72.7K | ﹤0.01% | 1796 |
|
|
2025
Q4 | $608K | Buy |
31,443
+14,927
| +90% | +$259K | ﹤0.01% | 1798 |
|
|
2025
Q3 | $276K | Buy |
16,516
+930
| +6% | +$14.9K | ﹤0.01% | 2199 |
|
|
2025
Q2 | $236K | Sell |
15,586
-1,127
| -7% | -$16.2K | ﹤0.01% | 2033 |
|
|
2025
Q1 | $258K | Buy |
16,713
+171
| +1% | +$2.6K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $240K | Sell |
16,542
-414
| -2% | -$5.69K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $214K | Sell |
16,956
-215
| -1% | -$2.84K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $230K | Buy |
17,171
+1,456
| +9% | +$17.6K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $185K | Buy |
15,715
+1,633
| +12% | +$17.5K | ﹤0.01% | 1552 |
|
|
2023
Q4 | $136K | Buy |
14,082
+28
| +0.2% | +$271 | ﹤0.01% | 1596 |
|
|
2023
Q3 | $138K | Buy |
14,054
+115
| +0.8% | +$1.06K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $120K | Buy |
13,939
+2,306
| +20% | +$19.1K | ﹤0.01% | 1478 |
|
|
2023
Q1 | $93K | Sell |
11,633
-281
| -2% | -$2.38K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $96K | Sell |
11,914
-910
| -7% | -$5.8K | ﹤0.01% | 1398 |
|
|
2022
Q3 | $71K | Buy |
12,824
+5,628
| +78% | +$33.9K | ﹤0.01% | 1497 |
|
|
2022
Q2 | $42K | Sell |
7,196
-6,353
| -47% | -$38.4K | ﹤0.01% | 1705 |
|
|
2022
Q1 | $85K | Buy |
13,549
+6,466
| +91% | +$46.1K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $48K | Buy |
+7,083
| New | +$48K | ﹤0.01% | 1584 |
|
|
2021
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q1 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q4 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q3 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1999 |
|
|
2020
Q1 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q4 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q3 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q1 | $13K | Buy |
1,829
+1,341
| +275% | +$9.59K | ﹤0.01% | 1999 |
|
|
2018
Q4 | $3K | Buy |
+488
| New | +$3.64K | ﹤0.01% | 1678 |
|
|
2018
Q3 | – | Sell |
-196
| Closed | -$2K | – | 1978 |
|
|
2018
Q2 | $2K | Sell |
196
-214
| -52% | -$1.78K | ﹤0.01% | 1420 |
|
|
2018
Q1 | $3K | Sell |
410
-540
| -57% | -$4.83K | ﹤0.01% | 1123 |
|
|
2017
Q4 | $8K | Buy |
950
+399
| +72% | +$3.23K | ﹤0.01% | 947 |
|
|
2017
Q3 | $4K | Buy |
+551
| New | +$4.2K | ﹤0.01% | 1157 |
|
|
2016
Q1 | – | Sell |
-134
| Closed | -$1K | – | 808 |
|
|
2015
Q4 | $1K | Buy |
+134
| New | +$1.05K | ﹤0.01% | 655 |
|
Other funds holding SMFG
CCMG
Carson Wealth (CWM LLC)'s SMFG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q1 2026, buying an estimated $72.7K and bringing the position to 34,903 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.
Carson Wealth (CWM LLC) first reported a position in SMFG in Q4 2015 and has held it in 34 quarters since. 443 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.
- Carson Wealth (CWM LLC) held 34,903 shares of Sumitomo Mitsui Financial worth $689K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,460 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $72.7K.
- Sumitomo Mitsui Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1796 holding.
- Carson Wealth (CWM LLC) first reported a position in Sumitomo Mitsui Financial in Q4 2015 and has held it in 34 quarters since.
- 443 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.